CX Institutional
IYF icon

CX Institutional’s iShares US Financials ETF IYF Stock Holding History

CX Institutional’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.54M Buy
20,255
+98
+0.5% +$13.2K 0.07% 227
2026
Q2 		$2.57M Buy
20,157
+17
+0.1% +$2.11K 0.07% 221
2026
Q1 		$2.37M Buy
20,140
+163
+0.8% +$20.2K 0.07% 235
2025
Q4 		$2.58M Buy
19,977
+799
+4% +$100K 0.08% 180
2025
Q3 		$2.43M Sell
19,178
-2,737
-12% -$339K 0.07% 188
2025
Q2 		$2.65M Sell
21,915
-25,170
-53% -$2.84M 0.09% 176
2025
Q1 		$5.31M Buy
47,085
+23,890
+103% +$2.74M 0.2% 116
2024
Q4 		$2.56M Buy
23,195
+348
+2% +$38.8K 0.1% 160
2024
Q3 		$2.37M Sell
22,847
-1,479
-6% -$148K 0.11% 182
2024
Q2 		$2.3M Sell
24,326
-789
-3% -$73.9K 0.11% 192
2024
Q1 		$2.4M Sell
25,115
-23,576
-48% -$2.1M 0.12% 185
2023
Q4 		$4.16M Sell
48,691
-2,908
-6% -$227K 0.22% 119
2023
Q3 		$3.86M Sell
51,599
-18,483
-26% -$1.42M 0.21% 118
2023
Q2 		$5.23M Buy
70,082
+18,350
+35% +$1.32M 0.27% 106
2023
Q1 		$3.68M Buy
51,732
+28,345
+121% +$2.18M 0.2% 156
2022
Q4 		$1.77M Sell
23,387
-44,139
-65% -$3.31M 0.11% 204
2022
Q3 		$4.56M Buy
67,526
+57,643
+583% +$4.25M 0.32% 82
2022
Q2 		$691K Buy
9,883
+5,937
+150% +$453K 0.05% 271
2022
Q1 		$334K Buy
+3,946
New +$340K 0.03% 301
2021
Q4 		– Sell
-697
Closed -$58K – 638
2021
Q3 		$58K Sell
697
-429
-38% -$35.6K ﹤0.01% 552
2021
Q2 		$91K Sell
1,126
-108
-9% -$8.68K 0.01% 450
2021
Q1 		$92K Sell
1,234
-11,266
-90% -$801K 0.01% 393
2020
Q4 		$835K Buy
+12,500
New +$771K 0.08% 207
2019
Q3 		– Sell
-800
Closed -$50K – 876
2019
Q2 		$50K Buy
+800
New +$49.3K 0.01% 320
2019
Q1 		– Sell
-8,140
Closed -$433K – 805
2018
Q4 		$433K Buy
+8,140
New +$467K 0.09% 138

Other funds holding IYF

FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
KCM
Kennicott Capital Management Corte Madera, California $221M AUM 16.12% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Essex LLC
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

CX Institutional's IYF Position: Q3 2026 in Review

CX Institutional increased its iShares US Financials ETF (IYF) stake by 0.49% in Q3 2026, buying an estimated $13.2K and bringing the position to 20,255 shares worth $2.54M. The position accounts for 0.07% of the portfolio, ranked #227.

CX Institutional first reported a position in IYF in Q4 2018 and has held it in 25 quarters since. The position peaked at $5.31M in Q1 2025. 71 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

  • CX Institutional held 20,255 shares of iShares US Financials ETF worth $2.54M as of Q3 2026.
  • CX Institutional bought 98 iShares US Financials ETF shares in Q3 2026, an estimated $13.2K.
  • iShares US Financials ETF made up 0.07% of CX Institutional's portfolio in Q3 2026, its #227 holding.
  • CX Institutional first reported a position in iShares US Financials ETF in Q4 2018 and has held it in 25 quarters since.
  • CX Institutional's iShares US Financials ETF position peaked at $5.31M in Q1 2025.
  • 71 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.